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Tata Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹27655 Cr | ₹8501 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 31 Mar 2003 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 14.92% | 10.69% |
| Expense Ratio | 1.61 | 1.77 |
| Manager | Harsha Upadhyaya | Chandraprakash Padiyar |
| ISIN Code | INF174K01187 | INF277K01428 |
| Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.09% | 1.22% |
| 6 Month | 16.92% | 11.86% |
| 1 Year | -1.78% | -5.84% |
| 3 Year | 17.56% | 13.27% |
| 5 Year | 21.83% | 19.33% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.14% | 1.08% |
| 1 Year | 11.62% | 5.18% |
| 3 Year | 17.22% | 11.71% |
| 5 Year | 17.89% | 14.13% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.03% | 16.09% |
| 3 Year | 15.68% | 15.41% |
| 5 Year | 15.12% | 14.46% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.00% | 11.3% |
| Sharp | 0.81% | 0.63% |
| Beta | 0.92% | 0.88% |
| Alpha | 3.84% | -1.81% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Chandraprakash Padiyar |
| Total AUM | ₹139411 Cr | ₹15627 Cr |
| Funds Managed | 11 | 3 |
| Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.13 | 8.71 |
| Large Cap | 51.8 | 43.85 |
| Mid Cap | 37.95 | 34.26 |
| Small Cap | 5.12 | 13.17 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.82 | 7.61 |
| Communication Services | 3.05 | 5.67 |
| Energy | 5.73 | 4.44 |
| Financial Services | 24.02 | 31.09 |
| Technology | 8.23 | 2.43 |
| Consumer Cyclical | 12.87 | 5.22 |
| Basic Materials | 11.78 | 14.62 |
| Industrials | 17.14 | 10.01 |
| Consumer Defensive | 1.62 | 6.3 |
| Healthcare | 7.71 | 6.77 |
| Real Estate | 0.93 | 3.67 |
| Utilities | 5.11 | 2.18 |
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